News
Brewin Dolphin underpinned by strong discretionary flows
UK wealth manager Brewin Dolphin has reported a 3.5% increase in discretionary funds under management to £26.8bn ($35bn, €32bn) during its third quarter.
Santander and UniCredit end fund management merger talks
A deal to merge the fund management businesses of Italy’s UniCredit and Spain’s Santander has officially been called off.
Best Practice | news 27 Jul 16
Advisers using technology well see 40% rise in AUM, says report
Financial advisers making the most of technological advances have almost 40% more assets under management (AUM) than their counterparts, new research suggests.
Macro Views | news 27 Jul 16
Volatile 2016 may not be all bad, investors need to be agile
Investors will have to be much more nimble with decisions due to political risks ahead, but Brexit hasn’t clouded the outlook, said Daniel Murray, chief economist and head of research of EFG Asset Management’s wealth management business.
Best Practice | news 27 Jul 16
IoM plans to enforce full commission disclosure worldwide
The Isle of Man regulator has announced plans to make it mandatory for international life companies based on the island to disclose to retail customers all commissions being paid to their financial adviser.